Win more of the estimates you run.

Leads cost more than they did last year, and homeowners take longer to sign. This is what roofing, window, siding, bath, kitchen, and flooring operators are running in 2026 to get more out of every appointment.

10-20%
expected close-rate lift
Minutes
to get set up

The math on every estimate changed.

Appointments are more expensive to buy and slower to close. The lever that is still yours is what happens inside the ones you already run.

Leads cost more

Every form fill and inbound call costs more than it did last year, so the same marketing budget buys fewer appointments.

Homeowners take longer to sign

One-call closes turn into follow-up cycles, and the estimate sits unsold while the homeowner keeps shopping.

Every estimate has to work harder

With fewer appointments on the board, the close rate on the ones you do run is the number that moves revenue.

Six plays that move the close rate.

Every play runs on the same recording of the same conversation, so turning on the next one gives your team nothing new to do.

1

Capture every conversation

Craft records the in-home appointment and the call that booked it, then breaks down what was said, step by step.

2

Coach the rep live

Real-time cues surface during the appointment, so the rep knows what to say while the homeowner is still at the kitchen table.

3

Sit in on every ridealong

Managers review the appointments they never drove to, and coach from what actually happened in the driveway.

4

Sync the notes automatically

Craft writes the CRM notes from the conversation itself, so the office and the field work from the same record.

5

Flag what gets missed

Alerts catch skipped steps, unasked upsells, and the early signs that a signed job is about to fall out.

6

Rework the unsold estimate

Follow-up runs on what the homeowner actually said in the home: the objection, the timeline, the number they gave you.

One platform across the whole journey.

AI voice and text agents answer and book every lead, day or night. Live coaching improves the conversation in the contact center and in the home. Follow-up is built on what the homeowner actually said in the kitchen, so the rework already knows the objection.

See how the platform fits together
“What got you here won’t get you there.”
Marshall Goldsmith

See it on your own appointments.

A 30-minute walkthrough, run against the way your team already sells.